Lutz Financial Services LLC Dimensional ETF Tr U S Target Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lutz Financial Services LLC holds 139,384 shares of DFAT stock, worth $7.94 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
139,384
Previous 141,608 1.57%
Holding current value
$7.94 Million
Previous $7.64 Million 6.18%
% of portfolio
0.59%
Previous 0.59%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$53.36 - $59.69 $118,672 - $132,750
-2,224 Reduced 1.57%
139,384 $8.11 Million
Q2 2025

Jul 29, 2025
BUY
$44.8 - $53.97 $15,903 - $19,159
355 Added 0.25%
141,608 $7.64 Million
Q1 2025

May 07, 2025
SELL
$50.44 - $58.1 $143,199 - $164,945
-2,839 Reduced 1.97%
141,253 $7.27 Million
Q4 2024

Feb 03, 2025
SELL
$54.54 - $61.04 $98,062 - $109,749
-1,798 Reduced 1.23%
144,092 $8.02 Million
Q3 2024

Oct 29, 2024
SELL
$51.0 - $57.07 $16,218 - $18,148
-318 Reduced 0.22%
145,890 $8.12 Million
Q2 2024

Jul 29, 2024
BUY
$50.18 - $54.47 $5,319 - $5,773
106 Added 0.07%
146,208 $7.58 Million
Q1 2024

May 03, 2024
SELL
$49.45 - $54.43 $254,964 - $280,641
-5,156 Reduced 3.41%
146,102 $7.95 Million
Q4 2023

Feb 07, 2024
BUY
$42.71 - $53.09 $172,719 - $214,695
4,044 Added 2.75%
151,258 $7.92 Million
Q3 2023

Nov 03, 2023
BUY
$45.07 - $49.71 $4,146 - $4,573
92 Added 0.06%
147,214 $6.73 Million
Q2 2023

Aug 07, 2023
SELL
$41.44 - $46.39 $19,932 - $22,313
-481 Reduced 0.33%
147,122 $6.82 Million
Q1 2023

May 01, 2023
SELL
$42.38 - $49.75 $27,674 - $32,486
-653 Reduced 0.44%
147,603 $6.57 Million
Q4 2022

Feb 06, 2023
SELL
$40.24 - $46.91 $42,533 - $49,583
-1,057 Reduced 0.71%
148,256 $6.52 Million
Q3 2022

Oct 21, 2022
SELL
$38.84 - $46.6 $176,372 - $211,610
-4,541 Reduced 2.95%
149,313 $5.82 Million
Q2 2022

Jul 20, 2022
BUY
$39.72 - $47.15 $55,449 - $65,821
1,396 Added 0.92%
153,854 $6.19 Million
Q1 2022

Apr 25, 2022
BUY
$44.35 - $48.64 $558,056 - $612,037
12,583 Added 9.0%
152,458 $7.1 Million
Q4 2021

Jan 19, 2022
SELL
$44.48 - $49.36 $37,407 - $41,511
-841 Reduced 0.6%
139,875 $6.65 Million
Q3 2021

Oct 27, 2021
SELL
$41.66 - $45.84 $6,957 - $7,655
-167 Reduced 0.12%
140,716 $6.25 Million
Q2 2021

Jul 26, 2021
BUY
$43.52 - $46.03 $6.13 Million - $6.48 Million
140,883 New
140,883 $6.31 Million

Others Institutions Holding DFAT

# of Institutions
807
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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